Prelude Capital Management’s Realty Income O Stock Holding History

Prelude Capital Management’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-24,800	Closed	-$1.32M	–	1434
2024 Q4	$1.32M	Buy	+24,800	New	+$1.44M	0.08%	290

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prelude Capital Management's O Position: Q4 2023 in Review

Prelude Capital Management sold out of Realty Income (O) in Q4 2023, closing a stake of 11,235 shares — an estimated $590K sold.

Prelude Capital Management first reported a position in O in Q3 2016 and held it in 4 quarters. The position peaked at $561K in Q3 2023. 1,154 funds tracked by Wall St. Rank hold O as of Q4 2023.

Prelude Capital Management reported no remaining Realty Income position as of Q4 2023 after selling out during the quarter.
Prelude Capital Management sold 11,235 Realty Income shares in Q4 2023, an estimated $590K.
Prelude Capital Management first reported a position in Realty Income in Q3 2016 and held it in 4 quarters.
Prelude Capital Management's Realty Income position peaked at $561K in Q3 2023.
1,154 funds tracked by Wall St. Rank held Realty Income as of Q4 2023.

Based on Prelude Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.